Zoho Developer Community Monthly Digest - August 2024

Zoho Developer Community Monthly Digest - August 2024



Hello everyone,

Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in!

Upcoming Events

To stay on top of the upcoming developer community events, keep an eye on this page.

Zoho RPA

Zoho RPA is a Robotic Process Automation platform that helps automate manual, repetitive, and tasks that follow specific rules in businesses and helps in streamlining processes, reducing errors, and increasing efficiency. Whether you're just getting started with Zoho RPA or looking to deepen your knowledge, this training is designed to help you optimize your automation efforts. This is a 3-day training with each day offering a one-hour session, accommodating various time zones.

Title: Get to Know Zoho RPA - Optimize, Accelerate & Transform your Automation Journey
Dates: Sept 10 – Sept 12, 2024
APAC & ANZ - 11 AM to 12 PM IST - Registration link
EMEA - 4 PM to 5 PM IST - Registration link
Americas - 9 PM to 10 PM IST - Registration link

Zoho Creator Developers' Month

It’s that time of the year again! September is Creator Developers’ Month, where we devote the entire month to empowering developers worldwide through low-code. Join our exclusive September campaign and enjoy a 50% discount on our Zoho Creator online trainings. Learn everything from the basics to advanced concepts in Zoho Creator, including Deluge scripting, integrations, automations, and mobile features.

Stage 1- Basic concepts in Creator - building applications using different components in Zoho Creator (for Business Users)
Stage 2 - Advanced concepts in deluge, integration, automations in applications, and mobile features (for Developers)

APAC, ANZ & EMEA  (1:30 PM to 5:30 PM IST)
Sept 9 – 11: Stage 2 - Registration Link

Americas (9:30 pm to 1:30 am IST)
Sept 16 – 18: Stage 1 - Registration Link
Sept 23 – 25: Stage 2 - Registration Link

Bonus: After completing the training, you will be provided an opportunity to take the Zoho Creator Certification exam to validate your skills.

Zobot Bootcamps - India

We're thrilled by the support and reception we've had so far for the Zobot Bootcamps in the first six cities on our schedule. We can't be more excited to meet you all in your cities soon and equip you to build fully functional AI chatbots for your business or as a service for your clients using Zoho SalesIQ's Zobot platform. This is a great opportunity to network with fellow developers and Zoho users, interact with Zoho experts, share ideas and experiences, and grow together as a community. Register for a bootcamp in a city near you!

Zoho Extensions 101 – Extensions for Zoho Finance Suite 

This series offers a comprehensive exploration of developing extensions and widgets for the Zoho Finance suite. Did you know that we have a dedicated portal in Sigma with which you can create extensions for a range of applications in the Zoho Finance Suite, including Zoho Books, Zoho Billing, Zoho Expense, Zoho Inventory, and Zoho Invoice? Starting with an introduction to Sigma and the Zoho Books platform, subsequent sessions cover creating extensions, testing, publishing, and listing apps in the Zoho Marketplace. Registration and more details here.

Zoho Apptics 101

In this series, we’ll dive deep into every aspect of application analytics to help you understand how Zoho Apptics aids in measuring important KPIs that reflect your app's performance, growth, and engagement. Registration and more details here.

Zoho CRM Client Script 

Fueled by popular demand, we're back with a line-up of sessions in the Client Script series, focusing on advanced features and real-time business applications. Learn how to tailor Zoho CRM by defining highly interactive and responsive interfaces to cater to real-time business needs as our experts and guest speakers from the community walk you through the basics of Client Scripts and showcase various use case implementations. Registration and more details here. If you're interested to showcase your Client Script projects to the community in one of these sessions, write to us at developer-community@zohocorp.com

Creator Tech Connect:

Creator's tech connect series would comprise of technical sessions that provide immersive training on the key essentials and technical nuances of building a solution in Zoho Creator. This is a great opportunity for our developer community to stay informed about Creator's new feature releases, product roadmap, best practices to follow while scripting in deluge, new deluge concepts, and cloud functions. The recent series focussed on SAML and Active Directory in Zoho Creator and during the upcoming session we will explore about Managing users and applications in Zoho Creator with Zoho Directory.

Title: SAML and Active Directory in Zoho Creator
Date: September 12, 2024
APAC & ANZ - 11 AM to 12 PM IST - Registration link
EMEA - 4 PM to 5 PM IST - Registration link
Americas - 9 PM to 10 PM IST - Registration link

Resource Spotlight

We've consolidated all the resources from the developer community learning series into a centralized hub for your convenient access. Consider bookmarking our Zoho Developer Community website to stay informed about the latest updates in the developer community.

Community Discussions

Zoho Developer Forum

  • @Anonymous User was struggling to add Google Click Identifier (GCLID) to Zoho CRM Leads using the UPSERT API and was considering a complicated workaround. Thanks to a quick response from @Anonymous User, Andrew realized it was just a small testing oversight—problem solved in no time! 
  • @Anonymous User was trying to set up email reminders for Zoho CRM tasks based on the "Due_Date" field but kept running into errors. After a little tweak here and a nudge there with the help of the community, everything fell into place—combining email and popup reminders, they got everything working smoothly, thanks to good ol' teamwork!
  • The power of community? When your code’s giving you a headache, they’ve got the aspirin ready! Here's a classic example of such a case - When @Anonymous User couldn't get a variable to work with the search function, @Anonymous User swooped in with a quick code fix that did the job.

Developers ZUG Cliq Channel

These conversations are confined to the Developers ZUG Cliq channel members. If you're keen on becoming a part of this space, visit our website, click JOIN NOW, and complete the form to get an invite to the channel.
  • Widgets are one way to make your work a lot simpler, and launching them on Zoho Marketplace is one way to help others as well make their work simpler. Check out this awesome (yet free!) widget launched by @Puneet chandhok, which autocompletes addresses in Zoho CRM!
  • And speaking of widgets, check out this template Doug created for building widgets, with support for dynamic configurations!
  • Who doesn't like a good GitHub repository that simplifies their work?! Take a look at thesesCatalyst Node JS functions compiled and shared by Nagarajan. Now that deserves a round of applause!
  •  If there's one thing that makes integrating Zoho products easier, it's to use Deluge—Zoho's proprietary scripting language. And a great starting point is this Deluge Roadmap shared by Rafi (who, btw, just got his Zoho Creator certification, followed by a deluge of appreciation from the community folks!) If you'd like to go more into detail, check out our Deluge 101 series. Also, stay tuned for our in-person Deluge bootcamps coming up pretty soon!
  • The first step of anything coding-related in any Zoho product is the authentication; a seemingly simple yet uber-crucial step. Venessa lends Buddy a helping hand with the same, which results in the longest conversation thread in the history of the Zoho Developer User Group Cliq channel!
  • Sometimes the simplest solutions are right under the nose! Doug faced an issue which was ultimately solved by the oldest solution known to man: turning it off and back again! But, there's more than that to this conversation! It's a classic example of the kind of knowledge exchange that happens within the Zoho Developer Community!

Community Spotlight

ZDH Speakers

As a continuation of featuring a ZDH presenter each month, this time, we are delighted to introduce the 13th episode presenter @Anonymous User. Explore this post to discover the knowledge and insights he shared with the community.

Cliq Contributors

Here are our top contributors who have gone the extra mile to support and assist the community:



We want to express our sincere appreciation to all our community contributors. Your commitment, expertise, and the time you invest are invaluable to the community. 

For those who are new to the Zoho Developer Community, check out this post to get started. 

We appreciate you dedicating your time to peruse this month's digest. Make sure to follow the digest each month for the most recent updates and conversations. Stay connected and participate in the forums to be featured in the upcoming month's digest. Wishing you an amazing month ahead!


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                                                                                                          • Recent Topics

                                                                                                          • Zoho CRM Portal Error

                                                                                                            Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve

                                                                                                          • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

                                                                                                            You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,

                                                                                                          • monetizing the courses

                                                                                                            Can I add a price for course enrollment ?

                                                                                                          • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                            Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                          • Copy paste from word document deletes random spaces

                                                                                                            Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

                                                                                                          • Download a file from within a zoho creator widget

                                                                                                            I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I have

                                                                                                          • Taxes for EU B2B Transactions

                                                                                                            Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.

                                                                                                          • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                            Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

                                                                                                          • CRM Related list table in Zoho analytics

                                                                                                            In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

                                                                                                          • Candidate Registration/Invitation

                                                                                                            It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 

                                                                                                          • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

                                                                                                            Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,

                                                                                                          • Where we can change the icon in social preview

                                                                                                            Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false

                                                                                                          • I have error AS101 when I try to add paypal@mydomain.com to Zoho

                                                                                                            Please help me with this. I tried to call the help line 4 times but don't get any response.

                                                                                                          • VAT on Multiple Expenses

                                                                                                            Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add

                                                                                                          • Agent assignment filter?

                                                                                                            Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

                                                                                                          • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

                                                                                                            Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

                                                                                                          • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                            so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

                                                                                                          • Kiosk Page Refresh

                                                                                                            We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

                                                                                                          • Tips & tricks: Make SalesIQ automations work for you

                                                                                                            Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

                                                                                                          • Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                            Chers utilisateurs, Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou

                                                                                                          • How do I fully delete a user account

                                                                                                            Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails

                                                                                                          • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

                                                                                                          • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

                                                                                                            Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel

                                                                                                          • Tasks Statuses

                                                                                                            Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes

                                                                                                          • Updating Blueprint stage from my Deluge function

                                                                                                            Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");

                                                                                                          • Canvas: is it possible to have a fixed header?

                                                                                                            Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!

                                                                                                          • Limited layout rules in a module

                                                                                                            There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are

                                                                                                          • Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

                                                                                                            Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

                                                                                                          • dealing with post dated cheques

                                                                                                            Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on

                                                                                                          • Using Contains as a filter

                                                                                                            We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice

                                                                                                          • Mass import of documents into Zoho Writer

                                                                                                            I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

                                                                                                          • Error 400 Booking

                                                                                                            Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

                                                                                                          • Set off Unearned Revenue

                                                                                                            Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the

                                                                                                          • How Zoho Desk contributes to the art of savings

                                                                                                            Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you

                                                                                                          • Add Webhook Response Module to Zoho Flow

                                                                                                            Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

                                                                                                          • When moments in customer support get "spooky"

                                                                                                            It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy

                                                                                                          • How can I delete duplicate transactions?

                                                                                                            I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,

                                                                                                          • Python - code studio

                                                                                                            Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

                                                                                                          • Multiple email addresses

                                                                                                            Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,

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